Associate Portfolio Manager - Investment Advisor
Toll Free: 1-800-303-3261
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Ben Hiron, CFP, CIM, is a Sault Ste Marie native, and has 20 years of experience in the investment industry.
After receiving his Business Degree from St. Francis Xavier University in 2000 he began working as a Financial Consultant.
Ben joined BMO in 2005 and BMO Nesbitt Burns in 2009. He completed his Canadian Securities Course in 2000, received his Certified Financial Planner Designation in 2004, his Chartered Investment Manager Designation in 2018, and is an Associate Portfolio Manager.
In his spare time, Ben enjoys spending time at the cottage, travelling, and exercising.
Toll Free: 1-800-222-0000
Judy has over 39 years experience in the financial services industry in a wide variety of positions and prior to joining BMO Nesbitt Burns in April 2018 spent more than 20 years providing integrated financial advice and solutions to high net worth clients and their families.
Judy is a CERTIFIED FINANCIAL PLANNER®, a Fellow of the Institute of Canadian Bankers and recently completed her Canadian Securities Course. Judy handles all administrative matters and is the first point of contact when dealing with all client inquiries and requests.
Judy enjoys spending time with her husband Mike and her children and grandchildren in her spare time.
Daniel G. Strickland
Director | Wealth Planning Consultant
Daniel joined BMO Wealth Management in 2015. Prior to joining BMO, Daniel was an associate lawyer at a large regional firm, practicing in estate planning and securities law.
Daniel is a graduate of Huron University College with a finance degree and Western University School of Law with a focus on taxation. Daniel is currently pursuing the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Trust and Estate Professional (TEP) designations.
Daniel's goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
Estate and Insurance Advisor, Vice President
With over 20 years in the estate planning and insurance industry, Phil has been with BMO Nesbitt Burns Financial Services Inc. (NBFSI) since 1998. Phil provides comprehensive advice for personal estate, corporate estate, insurance and retirement needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, Phil facilitates the planning process and coordinates clients' other advisors, including lawyers and accountants.
Covering the Eastern Ontario region, Phil lives in Ottawa and is fluently bilingual. In his spare time, Phil enjoys spending time with his wife and daughter skiing and enjoying weekends at their cottage.